Browser setup video guide..

Below is a video of the guide that follows. This will guide you on how to setup your browser so that you can export your cases to Trigold and so that you can produce letters in the eKeeper CRM.

First thing to check..

In order to interface with Trigold, finova CRM uses ActiveX controls.

If you suddenly find that you can't Export to Trigold, the likely culprit is ActiveX controls being switched off within Internet Options.

Please also check which browser you are using as the use of ActiveX controls are not supported by Google Chrome, Safari or Firefox (plus many more).

How to enable ActiveX Controls

Once you've determined that you are using Internet Explorer, you can enable ActiveX Controls. Simply follow the below instructions:

Navigate to the Windows search button, normally located in the bottom left of your screen
Type 'Internet Options' and select the option
This will open the Internet Options window
Click on the Security tab
To make sure we only enable ActiveX controls on eKeeper CRM, click on Trusted Sites then the Sites button
This will open a small window that displays your trusted sites. Check to see eKeeper CRM's URL address is among the list, and if not click the Add button to add it. Then click the Close button
To enable ActiveX controls click the Custom Level.... button
This will open a window with list of settings. Scroll down the list until you reach ActiveX Controls and plug-ins
Continue to scroll down the list, making sure to click the Enable radio button next to each ActiveX control
There are 13 control settings, once you've enabled them all, click the OK button. A prompt will appear asking if you are sure you wish to make the changes, click Yes
Now click on the OK button to close the Internet Options, you have successfully enabled ActiveX Controls

Check you don't have pop-ups disabled for eKeeper

One last thing to check, do you have pop-ups blocked and have you added eKeeper CRM to the exceptions list. To check this follow the below instructions:

Make sure you are on Internet Explorer
On your keyboard press Alt + T , to bring up the tools menu
Click on the option Pop-up Blocker > Pop-up Blocker Settings
If you cannot select Pop-up Blocker Settings, it means you have Pop-up Blocker turned off and you can skip this section
If you can select Pop-up Blocker Settings, it will open a small settings window, that will display Allowed Sites
If eKeeper is not on that list, copy & paste the URL link into the box labelled Address of website to allow, and click Add (your URL will look something like yourcompanyname.ekeeperonline.co.uk)
Once you are happy that eKeeper has been added to the Allowed list, click the Close button
You have successfully checked/added eKeeper CRM to your pop-up blocker exception list

Finish..

Having ensured that ActiveX Controls are enabled and your pop-up blocker is not active for eKeeper, you will now be able to Export/Source to Trigold.

If you continue to experience errors, please get in touch with the eKeeper Support Desk.

Why are my ActiveX controls switching off?

You may find that after a Microsoft Windows update, your ActiveX controls have been turned off. This is caused by the Windows update and is for the time being, unfortunately unavoidable. Simply Enable the settings once more.

I can export to Trigold, but the illustration does not import correctly..

Click Here for a guide on how to resolve exporting issues with Trigold

-Internet Options Security Tab

-Security Settings

Browser not supported